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Wells Fargo Advantage Utility&Telecom I (EVUYX)

18.09 Down 0.08(0.44%) Aug 26
Prev Close:18.09
YTD Return*:7.13%
Net Assets*:435.36M
Yield*:2.29%

* As of 31-Jul-14

Quotes delayed, except where indicated otherwise. Currency in USD.

Headlines

  • No Headlines available for EVUYX at this time.

Top Holdings

Symbol% AssetsYTD Return %
NEE5.4511.27
EIX5.1922.35
SRE5.1212.61
ITC5.0012.95
NU4.525.15

Fund Basics

Morningstar Overall Rating:
Total Assets:435.36M
Category:Utilities
Annual Report Expense Ratio (net):0.78%

Performance & Risk

YTD Return:7.13%
5y Avg Return:13.64%
Rank in Category (ytd):86
% Rank in Category (ytd):132.31%
Beta (3y):0.41
Morningstar Risk Rating:2

Fund Summary

The investment seeks total return, consisting of current income and capital appreciation. The fund invests at least 80% of its net assets in common, preferred and convertible preferred stocks and investment grade bonds or convertible debentures of utility (water, gas, electric) and telecommunications companies. It invests up to 35% of the fund's total assets in convertible debentures of utility and telecommunications companies. The fund invests up to 30% of its total assets in equity securities of foreign issuers, including ADRs and similar investments; and up to 20% of the fund's total assets in emerging market equity securities. It is non-diversified. View More
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